Pitti Group Wealth Management, LLC First Trust Rising Dividend Ac Transaction History
Pitti Group Wealth Management, LLC
- $97.4 Million
- Q3 2024
A detailed history of Pitti Group Wealth Management, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Pitti Group Wealth Management, LLC holds 25,906 shares of RDVY stock, worth $1.63 Million. This represents 1.57% of its overall portfolio holdings.
Number of Shares
25,906
Previous 25,906
-0.0%
Holding current value
$1.63 Million
Previous $1.42 Million
8.11%
% of portfolio
1.57%
Previous 1.52%
Shares
11 transactions
Others Institutions Holding RDVY
# of Institutions
587Shares Held
149MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC19.4MShares$1.22 Billion0.54% of portfolio
-
Morgan Stanley New York, NY15MShares$939 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA8.76MShares$549 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$441 Million0.57% of portfolio
-
International Assets Investment Management, LLC Orlando, FL6.8MShares$427 Million0.31% of portfolio